Overview
Assets Under Management: $70 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 76
Average Client Assets: $0.9 million
Frequently Asked Questions
LC VERO MANAGER is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338361), LC VERO MANAGER is subject to fiduciary duty under federal law.
LC VERO MANAGER is headquartered in NEW YORK, NY.
LC VERO MANAGER serves 76 high-net-worth clients according to their SEC filing dated September 09, 2025. View client details ↓
According to their SEC Form ADV, LC VERO MANAGER offers portfolio management for individuals and selection of other advisors. View all service details ↓
LC VERO MANAGER manages $70 million in client assets according to their SEC filing dated September 09, 2025.
According to their SEC Form ADV, LC VERO MANAGER serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.9 million
Total Client Accounts: 76
Discretionary Accounts: 76
Regulatory Filings
CRD Number: 338361
Filing ID: 2014247
Last Filing Date: 2025-09-09 09:36:23